Long-term investor
Sard Wealth Management Group, LLC @sardwealthmanagementgrou
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002010095).
Record
- Tracked since 2025-06-30 (445 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +16.0% · all +16.0%
- Max drawdown n/a · win rate 14% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- FV · 17.4% · long · since 2025-06-30
- FBND · 13.3% · long · since 2025-06-30
- VTI · 10.1% · long · since 2025-06-30
- RSP · 9.5% · long · since 2025-06-30
- SDY · 7.3% · long · since 2025-06-30
- SCHD · 7.2% · long · since 2025-06-30
- IJR · 5.3% · long · since 2025-06-30
- ITOT · 4.7% · long · since 2025-06-30
- CGIC · 2.9% · long · since 2025-06-30
- VIG · 2.6% · long · since 2025-06-30
- AAPL · 1.6% · long · since 2025-06-30
- SPLV · 1.4% · long · since 2025-06-30